Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Pesta & Pesta, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Pesta & Pesta we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined investment strategies enable your portfolio to be managed in a way that pursues your financial goals: wealth preservation, income, or growth. Learn More

Risk Management

We recognize these risks and offer proactive strategies including life insurance, long-term care plans, and disability coverage. Learn more

Tax Planning

We do this for individuals, small business owners, corporations, partnerships, non-profits, trusts and estates. Learn more

Financial Planning

Our team of Financial advisors will analyze your current financial state and help you develop and maintain financial independence. Learn more

Estate Planning

There are several reasons to create an estate plan. You might want to make things easy and convenient for a surviving spouse or your children. You may want to sell a highly appreciated asset and pay zero capital gains tax. You may want to significantly reduce your estate tax liability and leverage the value of your estate. Learn more

Personalized Wealth Management

Pesta & Pesta’s mission is to help our clients develop and maintain financial independence. We are a wealth management firm in San Jose, CA serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Pesta & Pesta help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

Read more

Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

Read more

Retirement Ready?

How long will your retirement savings last? This report will provide a high-level introduction to generating retirement income and help you understand how to make your money last longer throughout retirement.

Get Started

Insights

Pesta & Pesta’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Video
Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
Read more

Blog
“Your Life Changes, When Your Habits Change”

After hearing about the motivational speaker and business consultant, Matthew Kelly, I was intrigued by his background as a business consultant to more than 35 fortune 500 companies.  Mr. Kelly ended up devoting his life to helping people become the best versions of themselves through the Catholic faith. Read more

Market Commentary
Weekly Market Commentary January 14, 2019

After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more

Saving money in 2019
Monthly Newsletter
How to Save More in 2019

The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.

In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more

News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • 7 Year-End Planning Tips from a Wealth Planner

    Published by Mark Petersen, Vice President Affluent Wealth Planning

    The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

Weekly Market Commentary
  • Weekly Market Commentary January 07, 2019

    The stock market wrapped up 2018 and began 2019 with a couple of big swings as investors reacted to a series of major announcements. On Wednesday evening, Apple warned iPhone sales in China were below expectations. The news sent stocks lower on Thursday, but those losses were erased when stocks soared after an extremely strong jobs report and indications of a more flexible Federal Reserve. Read more